22107

NCCER Module 22107: Conventional Forklifts

(Vertical-Mast Sit-Down Counterbalance Forklifts)

Course Information

• Module ID: 22107
• Level: Heavy Equipment Operations (Typically Level 2 or 3, depending on curriculum pathway)
• Training Hours: 7.5–10 hours (combination of classroom instruction and hands-on practice)
• Delivery Format: Blended (classroom theory, discussion, and practical operation)
• Certification: Successful completion leads to NCCER credential in Vertical-Mast Sit-Down Counterbalance Forklifts (Module 22107), recorded in the NCCER National Registry

Course Description

This module introduces trainees to the safe operation of vertical-mast sit-down counterbalance (SDCB) forklifts, commonly known as conventional forklifts. It covers operator duties and responsibilities, safety rules, distinguishing features of conventional forklifts, associated hazards, OSHA requirements, and operations in both indoor and outdoor environments. Trainees learn to identify forklift components, perform inspections and basic maintenance, use attachments, interpret instruments and controls, communicate with signals, and safely maneuver loads.

Prerequisites

• Completion of NCCER Core Curriculum (Basic Safety, Introduction to Construction Math, etc.) or equivalent
• Basic understanding of heavy equipment safety practices
• Recommended: NCCER Module on Introduction to Heavy Equipment or Forklift Basics

Learning Objectives

Upon successful completion, trainees will be able to:

1. Identify types and features of vertical-mast sit-down counterbalance forklifts.
2. Explain associated hazards, OSHA regulations, and safe operating practices.
3. Describe operator duties and responsibilities.
4. Identify and interpret forklift instruments, controls, and attachments.
5. Demonstrate standard hand and verbal signals for forklift operations.
6. Perform pre-operation inspections, basic maintenance, and post-operation procedures.
7. Safely start, warm up, maneuver, travel with/without loads, and shut down the forklift.
8. Pick up, transport, and place loads safely in various environments.
9. Operate the forklift indoors and outdoors while adhering to safety protocols.

Required Materials

• NCCER Heavy Equipment Operations curriculum textbook (current edition)
• Personal Protective Equipment (PPE): Hard hat, safety glasses, gloves, steel-toed boots, high-visibility vest
• Access to a vertical-mast sit-down counterbalance forklift for practical training
• Operator’s manual for the specific forklift model used
• Hand signal reference cards (provided)

Course Outline

Session 1: Introduction and Safety (1–1.5 hours)

• Overview of conventional forklifts and their applications
• Operator duties and responsibilities
• Key hazards (tip-over, load instability, pedestrian traffic, etc.)
• OSHA requirements for powered industrial trucks (29 CFR 1910.178)
• Distinguishing features of SDCB forklifts vs. other types

Session 2: Forklift Components and Controls (1–1.5 hours)

• Major components: Mast, carriage, forks, counterweight, tires, etc.
• Instruments, gauges, and controls
• Types of forklift attachments and their safe use
• Factors influencing mast selection (workspace, height, load size)

Session 3: Communication and Pre-Operation Procedures (1 hour)

• Standard hand and verbal signals
• Pre-operation inspection checklist
• Basic maintenance and reporting defects
• Refueling/recharging procedures

Session 4: Basic Operation and Maneuvering (1–2 hours)

• Starting, warming up, and shutting down the forklift
• Basic maneuvering (forward/reverse, turning, stopping)
• Traveling with and without loads
• Load stability principles (center of gravity, capacity plate)

Session 5: Load Handling and Advanced Operations (2–3 hours)

• Picking up, traveling with, and placing loads
• Stacking and unstacking procedures
• Operating in confined spaces and ramps
• Indoor vs. outdoor considerations (surface conditions, visibility)

Session 6: Practical Performance Tasks (Remaining hours)

• Hands-on operation under supervision
• Simulated real-world scenarios
• Emphasis on safe practices throughout

Assessment Methods

• Knowledge Assessment: Written/module exam (multiple-choice, covering theory, safety, and regulations). Passing score: 70% or higher.
• Performance Verification: Hands-on evaluation by an NCCER-certified instructor/evaluator. Tasks include:
  • Pre- and post-operation inspections
  • Safe startup, maneuvering, and shutdown
  • Load pickup, transport, and placement
  • Use of signals and attachments (if applicable)
• Attendance and Participation: Full attendance required for certification eligibility.

Grading/Certification

• Pass/Fail based on successful completion of both knowledge and performance assessments.
• Trainees who pass receive:
  • NCCER wallet card and certificate
  • Entry in the NCCER Automated National Registry
• Retesting available per NCCER guidelines.

Safety Policies

• All operations conducted in compliance with OSHA standards.
• Zero-tolerance for unsafe practices; immediate removal from practical sessions if necessary.
• PPE required at all times during hands-on activities.
• Training site must include designated safe operating area with barriers and spotters as needed.

Notes

This syllabus aligns with the NCCER Heavy Equipment Operations curriculum (4th Edition or current). Instructors should reference the official NCCER instructor resources for detailed lesson plans, slides, and performance profiles. Practical training hours may vary based on trainee experience and equipment availability.